RYAN SHURIE
Pasadena,CA
Summary
Detail-oriented tax preparer with 3 years of experience in tax preparation for numerous entities and fiduciaries. Proficient in ensuring compliance with tax returns, extensions, tax planning, and correspondence. Dedicated to contributing to an organization that values and invests in both personal and professional development.
Overview
12
12
years of professional experience
Work History
Senior Tax Associate
RSM US, LLP
01.2023 - 12.2024
- Prepared US, multistate, and international tax returns for ultra-high net worth and family office clients.
- Prepared a wide array of returns including partnership, fiduciary, gift, individual, and private foundation returns.
- Researched and analyzed specialized tax laws, tax issues, and drafted technical correspondence; including communication with the IRS, state taxing authorities, and clients.
- Mentored and trained associates to ensure technical and professional development.
- Reviewed staff member work papers to provide feedback to ensure completeness and accuracy.
- Office leader for the technology implementation and readiness program, ensuring associates' proficiency with current/future firm software.
Tax Preparer & Reviewer
Volunteer Income Tax Assistance (VITA)
12.2019 - Current
- Prepared both federal and state returns using TaxSlayerPro software.
- Reviewed a group of ten preparers while managing two VITA sites to ensure all tax returns are accurate and in compliance with tax law.
Coach & Administration
San Gabriel Elite Volleyball Club
01.2014 - 06.2019
- Led training for coaching techniques and instituting leadership to co-workers throughout the year.
- Supervised clinic operation of up to 250 athletes and co-workers on a weekly basis.
Education
Bachelor of Science - Accounting
California State Polytechnic University, Pomona
06-2022
Skills
- Domestic and international tax law compliance
- Able to manage multiple client engagements and multi-task efficiently
- Highly detail-oriented, disciplined, and a self-starter
- Staff professional development
- Able to develop & maintain client relationships and identify planning opportunities for clients
- Proficient in general ledger and accounting
Timeline
Senior Tax Associate
RSM US, LLP
01.2023 - 12.2024
Tax Preparer & Reviewer
Volunteer Income Tax Assistance (VITA)
12.2019 - Current
Coach & Administration
San Gabriel Elite Volleyball Club
01.2014 - 06.2019
Bachelor of Science - Accounting
California State Polytechnic University, Pomona
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